Step-by-step guides for real decisions

These guides are built for owners and founders navigating specific processes — written from the inside, not from advisory distance. No paywalls, no email required. Just useful.

Built in live work. Available to subscribers.

These resources are tested in real engagements before they are published here. Subscribers get access as each one goes live — no bundles, no courses, just the actual tools we use.

Prompt Libraries

AI Prompt Libraries

Categorised prompt libraries built and tested in live advisory work — covering due diligence, financial analysis, business development, and content creation. Each prompt is designed to produce a specific, useful output rather than a generic response.

  • Due diligence — financial, legal, commercial
  • Business development — outreach, qualification, follow-up
  • Financial analysis — modelling, normalisation, commentary
  • Content creation — LinkedIn, long-form, research briefs
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Financial Models

Financial Models for Founders, Owners & PE

Working models for the real decisions that matter — fundraising, business planning, acquisition assessment, and management reporting. Built to be used directly, not to be explained to a finance team first.

  • Fundraising model — SEIS/EIS ready, investor-narrative focused
  • Business planning model — three-statement, scenario analysis
  • Acquisition assessment — EBITDA bridge, earn-out modelling
  • Management reporting — monthly pack, KPI dashboard
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Coming Soon

Investment Memorandum Builder

A structured IM builder for founders and owners thinking about investment or a sale. Answer a short questionnaire about your business — industry, services, target buyer profile, growth story — and get a tailored IM framework with the right sections and the right questions already built in.

The free version uses illustrative data so you can see the structure. The paid version connects to your own financials and produces a working IM foundation you can take to an adviser or investor.

Free version

Questionnaire-driven IM framework with illustrative data — see the structure before committing to the work.

Paid version

Connect your own financial data. Produce a tailored IM foundation ready for advisory input or investor review.

We will let you know when it is ready — leave your email and we will be in touch.

Thanks — we will be in touch when the IM Builder goes live.

We will only use your email to notify you when this is ready. No marketing, no newsletters unless you ask for them.